+417.5%
LIN vs B
+183.2%
+234.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.7% | -1.2% |
| 7D | +0.2% | +9.6% | -9.4% | -0.7% |
| 30D | +6.5% | +3.5% | +2.9% | +6.0% |
| 3M | +5.5% | -1.6% | +7.1% | +5.3% |
| 6M | +3.3% | -1.7% | +5.0% | +2.9% |
| YTD | +22.0% | -5.3% | +27.4% | +21.5% |
| 1Y | +25.7% | +27.2% | -1.5% | +21.4% |
| 3Y | +36.2% | +166.1% | -129.9% | +20.1% |
| 5Y | +66.1% | +136.5% | -70.4% | +46.1% |
| All | +417.5% | +183.2% | +234.3% | +348.7% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded B wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling